Cassady Schiller Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $7.12K | Hold |
33
| – | – | ﹤0.01% | 372 |
|
2024
Q3 | $7.62K | Hold |
33
| – | – | ﹤0.01% | 330 |
|
2024
Q2 | $8.15K | Hold |
33
| – | – | ﹤0.01% | 326 |
|
2024
Q1 | $7.46K | Hold |
33
| – | – | ﹤0.01% | 348 |
|
2023
Q4 | $6.36K | Hold |
33
| – | – | ﹤0.01% | 349 |
|
2023
Q3 | $5.23K | Hold |
33
| – | – | ﹤0.01% | 370 |
|
2023
Q2 | $5.6K | Hold |
33
| – | – | ﹤0.01% | 378 |
|
2023
Q1 | $4.91K | Hold |
33
| – | – | ﹤0.01% | 357 |
|
2022
Q4 | $3.84K | Buy |
+33
| New | +$3.84K | ﹤0.01% | 380 |
|